Find An Adviser

Affinity Wealth Advisers Pty Ltd is a boutique financial planning practice located in Morphett St, Adelaide. Established in 2014 and with approximately 40 year’s combined experience within our team, we pride ourselves on providing tailored, personal strategic and professional advice to our clients based on their current needs, along with their desired goals for the near and foreseeable future.

We understand the different stages in life that individuals, families and businesses go through. We believe our wealth of knowledge in the financial industry and our expert advice will give you the confidence and clarity you need to fulfil your pathway to a successful and sustainable future, whilst maintaining current lifestyle priorities.
Services we offer:

  • Superannuation
  • Self-Managed Superannuation
  • Investments
  • Estate Planning
  • Personal Risk Insurance
  • Wealth Creation Strategies

We understand that financial success requires a long-term approach which must be nurtured and developed over time, which is why we work hard to forge lasting relationships. Our approach is one of transparency, collaboration, honesty, discretion and respect.

Our Team

David Grenci – Director & Financial Adviser

In 2014, having previously been a principal of a mid-tier advice business in Adelaide, David established Affinity Wealth Advisers with the intention of offering professional and personal services to an existing client base. David operates as an Authorised Representative of a Fitzpatricks Private Wealth Pty Ltd (AFSL No 247429) and has a Bachelor of Commerce Degree majoring in Accounting. He is also a member of the institute of Chartered Accountants and has a Graduate Diploma of Financial Planning.

David’s professional focus lies in providing personal strategic, financial and taxation advice spanning multi-disciplines including superannuation, self-managed superannuation, investments and estate planning. David’s strengths are providing a holistic approach to businesses and individuals by combining his skills to deliver great client outcomes.

David has a passion for working with people who are seeking an optimal balance between financial security and maintaining current lifestyle priorities.

View David’s adviser profile

Ben Ayris – Associate Adviser
Ben has been part of the financial advice industry for over 15 years.

Throughout his career, Ben has had numerous roles within the Financial Services industry working with clients on their financial advice as a Financial Adviser and Paraplanner and also behind the scenes working in Equity trading and Corporate Actions for both BT Financial Group and Asgard. His diverse background has given him a range of experience and insight which enables him to provide his clients with personal financial and lifestyle advice.

Ben’s qualifications include : Diploma in Financial Services (Financial Planning), Graduate Diploma in Financial Planning, Masters of Financial Planning.

 

 

FIND THE RIGHT ADVISER

Fitzpatricks advisers include some of Australia’s most experienced and qualified professionals. Located across Australia and available for a no obligation initial meeting to discuss your life goals and aspirations.

FIND AN ADVISER

LEARNING CENTRE

Visit our library of resources containing educational articles and videos to help you live a great life and to keep you updated on financial matters.

EXPLORE LEARNING CENTRE

PRIVATE WEALTH PROGRAM

Our Private Wealth Program gives you a financial road map, including action plan to achieve your three and 10 year goals.

SEE PROGRAM DETAILS